Latest Institutional Transactions on Procter & Gamble CO (PG)
This table provides information on the latest institutional transactions involving Procter & Gamble CO (PG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.31K+ 1.33% |
$514K - $557K
|
252K
$43.9M
|
|
Jul 15, 2024
Q2 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1+ 0.05% |
$155 - $169
|
1.83K
$317K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.15K- 3.45% |
$179K - $194K
|
32.2K
$5.61M
|
|
Jul 15, 2024
Q2 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-59- 1.56% |
$9.16K - $9.95K
|
3.73K
$649K
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
597+ 1.56% |
$92.7K - $101K
|
38.8K
$6.75M
|
|
Jul 15, 2024
Q2 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-60- 0.19% |
$9.32K - $10.1K
|
32.3K
$5.62M
|
|
Jul 15, 2024
Q2 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
2.68K+ 42.92% |
$416K - $452K
|
8.93K
$1.55M
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
588+ 23.52% |
$91.3K - $99.1K
|
3.09K
$537K
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
BUY
|
- |
31+ 1.29% |
$4.82K - $5.23K
|
2.44K
$424K
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.12K+ 57.38% |
$174K - $189K
|
3.08K
$536K
|
|
Jul 15, 2024
Q2 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
2+ 0.11% |
$311 - $337
|
1.85K
$322K
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
4.21K+ 51.28% |
$654K - $710K
|
12.4K
$2.16M
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
BUY
|
- |
6.1K+ 2.52% |
$947K - $1.03M
|
248K
$43.1M
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
SELL
|
- |
-190- 1.2% |
$29.5K - $32K
|
15.7K
$2.73M
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.62K- 5.31% |
$251K - $272K
|
28.8K
$5.01M
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-169- 2.15% |
$26.3K - $28.5K
|
7.71K
$1.34M
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
75+ 5.6% |
$11.6K - $12.6K
|
1.41K
$246K
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2+ 0.09% |
$311 - $337
|
2.13K
$371K
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-147- 9.54% |
$22.8K - $24.8K
|
1.39K
$242K
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-6.45K- 75.36% |
$1M - $1.09M
|
2.11K
$366K
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-91- 0.87% |
$14.1K - $15.3K
|
10.4K
$1.81M
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
798+ 31.49% |
$124K - $135K
|
3.33K
$580K
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1+ 0.01% |
$155 - $169
|
10.8K
$1.87M
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
117New |
$18.2K - $19.7K
|
117
$20.3K
|
|
Jul 12, 2024
Q2 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
50+ 1.56% |
$7.77K - $8.43K
|
3.26K
$566K
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-1.9K- 5.83% |
$296K - $321K
|
30.7K
$5.34M
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
12+ 0.11% |
$1.86K - $2.02K
|
11.1K
$1.93M
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
76+ 1.05% |
$11.8K - $12.8K
|
7.33K
$1.28M
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-328- 0.16% |
$50.9K - $55.3K
|
209K
$36.4M
|
|
Jul 12, 2024
Q2 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
11.3KNew |
$1.75M - $1.9M
|
11.3K
$1.96M
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.91K+ 7.9% |
$452K - $491K
|
39.8K
$6.92M
|
|
Jul 12, 2024
Q2 2024
|
Norway Savings Bank
|
BUY
|
- |
1.07K+ 5.26% |
$165K - $180K
|
21.3K
$3.7M
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
23+ 0.04% |
$3.57K - $3.88K
|
58K
$10.1M
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.48K- 4.23% |
$385K - $417K
|
56.1K
$9.75M
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-16K- 51.47% |
$2.48M - $2.69M
|
15.1K
$2.62M
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
BUY
|
- |
464+ 1.07% |
$72.1K - $78.2K
|
43.7K
$7.6M
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
SELL
|
- |
-865- 28.69% |
$134K - $146K
|
2.15K
$374K
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-799- 8.81% |
$124K - $135K
|
8.27K
$1.44M
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.7KNew |
$419K - $454K
|
2.7K
$469K
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
9.22K+ 48.22% |
$1.43M - $1.55M
|
28.4K
$4.93M
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
SELL
|
- |
-194- 1.94% |
$30.1K - $32.7K
|
9.78K
$1.7M
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
182+ 1.52% |
$28.3K - $30.7K
|
12.2K
$2.12M
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
22.9K+ 2.1% |
$3.55M - $3.85M
|
1.11M
$193M
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
863+ 6.81% |
$134K - $145K
|
13.5K
$2.35M
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-9- 0.09% |
$1.4K - $1.52K
|
10.2K
$1.78M
|
|
Jul 12, 2024
Q2 2024
|
Exeter Financial, LLC
|
BUY
|
- |
375+ 2.31% |
$58.2K - $63.2K
|
16.6K
$2.89M
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-7- 0.19% |
$1.09K - $1.18K
|
3.63K
$631K
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
6+ 0.35% |
$932 - $1.01K
|
1.74K
$302K
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
37+ 2.12% |
$5.75K - $6.24K
|
1.78K
$310K
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
45+ 0.78% |
$6.99K - $7.59K
|
5.84K
$1.02M
|